Financial Planning Consultant
7 days ago
Blakemore Recruitment is a renowned recruitment agency specializing in financial services. With a strong focus on client satisfaction, they strive to provide exceptional candidates for their clients' needs.
Job DescriptionThe successful candidate will be working closely with the Financial Advisers and Sales Support teams in a hybrid basis. The role involves preparing and maintaining client files, implementing recommendations, ensuring compliance paperwork, and providing technical support.
Required Skills and Qualifications- Minimum of 2 years' experience in a paraplanning role preparing Annual Reviews and Recommendation Reports
- Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential)
- Excellent organisational skills
- Ability to work on own initiative and plan own workload
- Thorough understanding of all compliance regulations
- Good decision-making skills
- Level 4 Diploma qualified or near to completing
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